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To be very clear, Trump did not kill solar. In fact the best run solar businesses are thriving post BBB. What Trump did, precisely, is kill a bunch of Biden-era subsidies that were being taken advantage of by many companies to pervert a free market from well functioning to dysfunctional. Without subsidies the worst run companies in solar are rapidly going out of business. It’s now possible to compare coal, oil, natural gas and solar on a mostly like-for-like basis. This is leading to more overall capital and more investment, not less in energy production. It will mean that some projects, however, no longer make sense and will be stopped. So, what’s left? There are many thriving and explosively growing Solar companies (Tesla, Palmetto being the two biggest and fastest growing) that are succeeding by providing compelling consumer and industrial value at a fair price. This is because Trump took the IRA subsidies away and let the free market do its thing to differentiate the best from the rest.

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@chamath Administration is making the assumption that nuclear will come in next two years and killing solar which is a huge mistake

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